Number of Shares
18,122.00
Current Holdings Value*
$1.60 Mil
% of Portfolio
1.49%
Total Estimate Gain
$38,602.23
% of Total Estimate Gain
2.29%

OneAscent Family Office, LLC's Walmart Inc Holding Summary

As of 2025-03-31, OneAscent Family Office, LLC held 18,122.00 shares of Walmart Inc(WMT), totaling $1.60 Mil. This investment constitutes 1.49% of their stock portfolio, and OneAscent Family Office, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2024Q4. And since then OneAscent Family Office, LLC has made 1 purchases of WMT, at an average price of $92.92, for a total of 18,122.00 shares. Based on historical transaction data and WMT's current price of $95.05, OneAscent Family Office, LLC's estimated gain on his WMT holdings is $38,602.23, reflecting a 2.29% gain to date.

OneAscent Family Office, LLC WMT ($95.05) Holding Chart

OneAscent Family Office, LLC WMT ($95.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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